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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,941 | $102,635-53.3% | $86,209-44.4% | $139,456-65.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.37% | 1923.53%-1899.2pp | 1169.05%-1144.7pp | 373.45%-349.1pp |
| Employer contribution / active EE | $4,643 | $3,034+53.0% | $2,381+95.0% | $4,753-2.3% |
| Participant deferral / active EE | $8,385 | $4,677+79.3% | $3,986+110.3% | $6,711+24.9% |
| Admin fee / account holder | $371 | $8,661-95.7% | $6,853-94.6% | $11,407-96.7% |